| 8/7/2025 | Winch Advisory Services LLC | 581,248 | $43.53M | 10.6% | -0.5% | 0.414% | |
| 8/7/2025 | Hughes Financial Services LLC | 1,610,303 | $123.37M | 21.2% | +8.7% | 1.146% | |
| 8/5/2025 | Fourth Dimension Wealth LLC | 167,751 | $12.56M | 5.3% | +11.2% | 0.119% | |
| 8/5/2025 | Westside Investment Management Inc. | 30,260 | $2.27M | 0.4% | +5.1% | 0.022% | |
| 8/4/2025 | Roble Belko & Company Inc | 342,064 | $25.62M | 3.7% | +153.1% | 0.243% | |
| 8/1/2025 | FSA Advisors Inc. | 2,791 | $209K | 0.2% | N/A | 0.002% | |
| 8/1/2025 | Zhang Financial LLC | 254,896 | $19.09M | 0.9% | -4.4% | 0.181% | |
| 7/31/2025 | Sentinel Trust Co. LBA | 18,957 | $1.42M | 0.2% | -10.8% | 0.013% | |
| 7/31/2025 | BIP Wealth LLC | 260,367 | $19.50M | 1.2% | +9.8% | 0.185% | |
| 7/31/2025 | Moloney Securities Asset Management LLC | 211,960 | $15.87M | 2.0% | -0.2% | 0.151% | |
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| 7/30/2025 | Cullen Frost Bankers Inc. | 749 | $56K | 0.0% | N/A | 0.001% | |
| 7/29/2025 | Woodard & Co. Asset Management Group Inc. ADV | 745,693 | $55.85M | 10.3% | +0.4% | 0.531% | |
| 7/29/2025 | Private Trust Co. NA | 14,314 | $1.07M | 0.1% | -10.0% | 0.010% | |
| 7/28/2025 | Rosenberg Matthew Hamilton | 783,651 | $58.69M | 13.6% | +14.3% | 0.558% | |
| 7/25/2025 | Orca Investment Management LLC | 29,101 | $2.18M | 2.0% | -20.6% | 0.021% | |
| 7/24/2025 | Trust Co. of Toledo NA OH | 609 | $46K | 0.0% | N/A | 0.000% | |
| 7/23/2025 | Prime Capital Investment Advisors LLC | 6,546 | $490K | 0.0% | -51.5% | 0.005% | |
| 7/22/2025 | Evensky & Katz LLC | 152,444 | $11.42M | 0.7% | +7.4% | 0.109% | |
| 7/21/2025 | Quent Capital LLC | 31,050 | $2.33M | 0.2% | -2.1% | 0.022% | |
| 7/21/2025 | AIFG Consultants Ltd. | 9,750 | $730K | 1.4% | -79.8% | 0.007% | |
| 7/21/2025 | Exchange Capital Management Inc. | 102,545 | $7.68M | 1.1% | +7.3% | 0.073% | |
| 7/18/2025 | Astor Investment Management LLC | 284,750 | $21.33M | 11.5% | -9.6% | 0.203% | |
| 7/18/2025 | Vigilare Wealth Management | 6,862 | $514K | 0.2% | +16.4% | 0.005% | |
| 7/17/2025 | Greenleaf Trust | 50,465 | $3.78M | 0.0% | -12.9% | 0.036% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 10,148 | $760K | 0.0% | +134.0% | 0.007% | |
| 7/16/2025 | Vestia Personal Wealth Advisors | 6,166 | $462K | 0.3% | -6.1% | 0.004% | |
| 7/15/2025 | RVW Wealth LLC | 312,454 | $23.40M | 2.0% | -68.6% | 0.222% | |
| 7/14/2025 | Farmers & Merchants Investments Inc. | 500 | $37K | 0.0% | N/A | 0.000% | |
| 7/11/2025 | Farther Finance Advisors LLC | 224,818 | $16.84M | 0.3% | +34.4% | 0.160% | |
| 7/9/2025 | Emprise Bank | 16,915 | $1.27M | 0.6% | N/A | 0.012% | |
| 7/8/2025 | Arlington Trust Co LLC | 10,381 | $777K | 0.2% | -6.2% | 0.007% | |
| 7/8/2025 | Partnership Wealth Management LLC | 5,201 | $390K | 0.3% | +12.2% | 0.004% | |
| 7/8/2025 | Parallel Advisors LLC | 249,215 | $18.66M | 0.4% | -4.0% | 0.177% | |
| 7/2/2025 | LVM Capital Management Ltd. MI | 60,298 | $4.52M | 0.5% | -1.0% | 0.043% | |
| 5/16/2025 | Great Lakes Advisors LLC | 188,692 | $12.83M | 0.1% | -13.8% | 0.135% | |
| 5/16/2025 | NewEdge Advisors LLC | 32,114 | $2.18M | 0.0% | -16.5% | 0.023% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 48,064 | $3.27M | 0.0% | -58.7% | 0.034% | |
| 5/15/2025 | Weitzel Financial Services Inc. | 652,736 | $42.63M | 20.4% | -1.8% | 0.468% | |
| 5/15/2025 | OLD Mission Capital LLC | 53,158 | $3.62M | 0.0% | N/A | 0.038% | |
| 5/14/2025 | Ameriprise Financial Inc. | 1,425,130 | $96.84M | 0.0% | -7.3% | 1.022% | |
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| 5/14/2025 | Flow Traders U.S. LLC | 80,624 | $5.48M | 0.2% | +399.2% | 0.058% | |
| 5/13/2025 | Blue Edge Capital LLC | 18,806 | $1.28M | 0.2% | +5.0% | 0.013% | |
| 5/13/2025 | EverSource Wealth Advisors LLC | 11,027 | $750K | 0.0% | +1,548.3% | 0.008% | |
| 5/13/2025 | Evensky & Katz LLC | 141,988 | $9.66M | 0.6% | -3.3% | 0.102% | |
| 5/12/2025 | SouthState Corp | 27,738 | $1.89M | 0.1% | N/A | 0.020% | |
| 5/12/2025 | Astor Investment Management LLC | 315,074 | $21.43M | 11.4% | -1.0% | 0.226% | |
| 5/9/2025 | Cary Street Partners Financial LLC | 84,001 | $5.71M | 0.2% | -2.0% | 0.060% | |
| 5/9/2025 | L & S Advisors Inc | 12,339 | $839K | 0.1% | +16.0% | 0.009% | |
| 5/8/2025 | TIAA Trust National Association | 8,189 | $557K | 0.0% | -2.5% | 0.006% | |
| 5/8/2025 | Wealthquest Corp | 1,085,420 | $73.82M | 3.3% | -2.4% | 0.776% | |
| 5/8/2025 | Goodman Financial Corp | 5,565 | $378K | 0.1% | -34.7% | 0.004% | |
| 5/8/2025 | RVW Wealth LLC | 996,174 | $67.75M | 6.4% | +215.3% | 0.712% | |
| 5/8/2025 | Roble Belko & Company Inc | 135,175 | $9.19M | 1.5% | +100.6% | 0.097% | |
| 5/8/2025 | Arkadios Wealth Advisors | 9,702 | $660K | 0.0% | +18.2% | 0.007% | |
| 5/6/2025 | Wedbush Securities Inc. | 11,933 | $812K | 0.0% | -5.1% | 0.009% | |
| 5/6/2025 | Winch Advisory Services LLC | 584,256 | $39.74M | 10.5% | +1.9% | 0.418% | |
| 5/2/2025 | Graypoint LLC | 51,043 | $3.47M | 0.2% | +1.9% | 0.036% | |
| 5/2/2025 | Burns Matteson Capital Management LLC | 10,216 | $695K | 0.3% | N/A | 0.007% | |
| 5/2/2025 | BIP Wealth LLC | 237,082 | $16.12M | 1.1% | +8.5% | 0.170% | |
| 5/2/2025 | SBI Securities Co. Ltd. | 3,123 | $212K | 0.0% | +8.9% | 0.002% | |
| 5/1/2025 | Isthmus Partners LLC | 79,508 | $5.41M | 0.7% | +1.2% | 0.057% | |
| 5/1/2025 | Hughes Financial Services LLC | 1,481,754 | $101.09M | 19.8% | -0.9% | 1.060% | |
| 5/1/2025 | Sentinel Trust Co. LBA | 21,263 | $1.45M | 0.2% | -48.1% | 0.015% | |
| 4/30/2025 | Financial Gravity Asset Management Inc. | 30,717 | $2.09M | 0.5% | N/A | 0.022% | |
| 4/30/2025 | Moloney Securities Asset Management LLC | 212,412 | $14.45M | 1.9% | +166.4% | 0.152% | |
| 4/30/2025 | Synergy Investment Management LLC | 5,653 | $384K | 0.2% | -19.6% | 0.004% | |
| 4/29/2025 | Bank of New York Mellon Corp | 10,485 | $713K | 0.0% | -3.7% | 0.007% | |
| 4/29/2025 | Columbia River Financial Group LLC | 1,423 | $96K | 0.1% | N/A | 0.001% | |
| 4/28/2025 | Rosenberg Matthew Hamilton | 685,690 | $46.63M | 11.7% | +9.8% | 0.490% | |
| 4/28/2025 | First Horizon Advisors Inc. | 16,767 | $1.14M | 0.0% | -3.9% | 0.012% | |
| 4/28/2025 | Private Trust Co. NA | 15,903 | $1.08M | 0.1% | +25.2% | 0.011% | |
| 4/28/2025 | Arlington Trust Co LLC | 11,065 | $753K | 0.2% | +36.7% | 0.008% | |
| 4/24/2025 | Tsfg LLC | 3,504 | $238K | 0.0% | -9.1% | 0.003% | |
| 4/24/2025 | Jaffetilchin Investment Partners LLC | 515,968 | $35.09M | 2.5% | -0.8% | 0.369% | |
| 4/23/2025 | Western Wealth Management LLC | 121,967 | $8.30M | 0.5% | +7.4% | 0.087% | |
| 4/23/2025 | Fourth Dimension Wealth LLC | 150,871 | $10.26M | 5.0% | -12.6% | 0.108% | |
| 4/23/2025 | AIFG Consultants Ltd. | 48,315 | $3.29M | 5.4% | -7.9% | 0.035% | |
| 4/21/2025 | L.M. Kohn & Company | 22,148 | $1.51M | 0.4% | +21.7% | 0.016% | |
| 4/18/2025 | Broderick Brian C | 25,000 | $1.70M | 0.3% | -8.8% | 0.018% | |
| 4/16/2025 | IAG Wealth Partners LLC | 169,776 | $11.55M | 1.8% | +2.2% | 0.123% | |
| 4/15/2025 | GPS Wealth Strategies Group LLC | 4,854 | $330K | 0.0% | -21.9% | 0.004% | |
| 4/15/2025 | Zhang Financial LLC | 266,548 | $18.13M | 1.0% | +38.5% | 0.194% | |
| 4/14/2025 | Farther Finance Advisors LLC | 167,333 | $11.42M | 0.3% | +35,963.1% | 0.121% | |
| 4/11/2025 | Principia Wealth Advisory LLC | 182,023 | $12.02M | 11.3% | +2.4% | 0.132% | |
| 4/11/2025 | Burkett Financial Services LLC | 880 | $60K | 0.0% | N/A | 0.001% | |
| 4/10/2025 | Financial Management Professionals Inc. | 113,194 | $7.70M | 1.0% | +9.2% | 0.082% | |
| 4/9/2025 | NBC Securities Inc. | 1,410 | $95K | 0.0% | +140,900.0% | 0.001% | |
| 4/8/2025 | LVM Capital Management Ltd. MI | 60,923 | $4.14M | 0.5% | +2.8% | 0.044% | |
| 4/8/2025 | Parallel Advisors LLC | 259,528 | $17.65M | 0.4% | -3.7% | 0.188% | |
| 4/7/2025 | Partnership Wealth Management LLC | 4,634 | $315K | 0.3% | -4.5% | 0.003% | |
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| 4/4/2025 | Quent Capital LLC | 31,702 | $2.16M | 0.2% | +2.6% | 0.023% | |
| 3/24/2025 | Mascagni Wealth Management Inc. | 1,136 | $81K | 0.1% | N/A | 0.001% | |
| 3/6/2025 | Copia Wealth Management | 2,184 | $156K | 0.1% | N/A | 0.002% | |
| 2/26/2025 | Virtue Capital Management LLC | 18,612 | $1.33M | 0.3% | +44.5% | 0.014% | |
| 2/18/2025 | Fourth Dimension Wealth LLC | 172,587 | $12.34M | 6.4% | N/A | 0.134% | |
| 2/18/2025 | Novem Group | 12,637 | $903K | 0.1% | N/A | 0.010% | |
| 2/18/2025 | Continuum Advisory LLC | 14,054 | $1.00M | 0.1% | +34.0% | 0.011% | |
| 2/18/2025 | Mpwm Advisory Solutions LLC | 163,970 | $11.71M | 8.6% | N/A | 0.127% | |
| 2/17/2025 | Weitzel Financial Services Inc. | 664,994 | $47.84M | 22.6% | -1.5% | 0.516% | |
| 2/17/2025 | Evensky & Katz LLC | 146,865 | $10.49M | 0.7% | -3.4% | 0.114% | |
